Invest Smartly, Grow Wealth

Empowering HNI Investors with Unique Investment Opportunities

Unlisted Shares

Gain insights on exclusive unlisted investments

Tailored investment strategies for HNI clients

Maximize your wealth creation journey with us

Business Insurance

Mitigate Risks, Secure Future

Empowering
High Networth Investors

We specialize in unique investment products for HNI investors, focusing on unlisted shares and personalized portfolio management to enhance your wealth creation journey.

Open an Account

We offer a streamlined online account opening for resident individual applicants. However, for Non Resident Individual(NRI) and non-individual accounts like, Joint accounts, Hindu Undivided Family (HUF) account, company account the account opening process is handled offline.

How It's Works

The goal is to provide best return with minimum risk and guide investor through the investment journey.

Kickstart your investment journey with confidence with most trusted fund houses.
They will guide your investment through the market provide individualized portfolios with a customized investment strategy based on the client’s goals. PMS, AIF, Private equity, expect business insurance, requires a high minimum investment, usually starting from Rs 50 lakh. It is preferred by high net-worth individuals (HNIs) seeking more direct access to their investment advisors/fund managers. All products are full transparency and charges management fees.

Select Product

After opening an account, strategically select products aligning with your financial goals, such as high-growth potential PMS/AIF or risk-mitigating business insurance. Consider diversifying with unlisted shares for unique opportunities, ensuring each choice caters to your specific needs and risk appetite.

Step-by-Step Process

Add Funds

And DONE... Here comes the core concept of engaging professional investment management services. You provide the capital, and the fund manager makes the investment decisions to help you achieve your financial goals.

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Ready!!

The strategy of trying to perfectly time the market – waiting for corrections or bottoms – is a notoriously difficult and often losing game for most investors. Missing even a small number of the market's best-performing days can significantly erode overall returns over the long run.

The intuition behind this is quite simple

🗒️ Best days often follow the worst days
🗒️ Concentrated gains - A disproportionate amount of the market's overall gains can be concentrated in a relatively small number of trading days. Missing these bursts of high performance has a substantial negative impact on compounding.

Investing with Aditya Broking transformed my portfolio, their insights on unlisted shares are invaluable.

P. Kannan

★★★★★

Exceptional service and expert guidance.

Sarthak Chordia

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